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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (123438)	5/9/1999 9:55:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Chuzz, I suspect that CPQ's Rosen would agree that GTW would be a good acquisition and solve the problem of transition to direct from channel. It's funny that I see it as a sure way of Dell killing two birds with one stone, one wounded already and the other a true competitor (GTW). This move would create one more troublesome basket of issues and personalities to an already unwieldy organization chimera. Mike

To: Chuzzlewit who wrote (123438)	5/9/1999 10:12:00 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

RE:DELL/CPQ-No way!MD et.al.-have there own carefully crafted system -they GROW -they do not buy!Why buy the cow when you can get all the milk you want?-just letting it happen with time.wbm.

To: Chuzzlewit who wrote (123438)	5/9/1999 11:10:00 PM
From: Alohal	Read Replies (1) \| Respond to of 176387

Chuzz, thanks for the reply, after re-reading my post and your comments I have to admit to being a tad optimistic regarding GTW being accretive, though I still think it's possible. A pre-emptive strike on GTW however does seem also an attractive defensive move while gaining instant market share in the consumer sector. Regards and aloha.